Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fid Growth & Inc Mutual Fund in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $810K |
| 2 | CUSTOM HOUSE HOTEL CO., LTD. DBA PORTOLA HOTEL & S PORTOLA HOTEL & SPA AT MONTEREY BAY 401(K) PLAN | MONTEREY CA | 337 | $7.9M | $480K |
| 3 | BOSTON FOUNDATION, INC. |
BOSTON MA |
| 126 |
| $31.2M |
| $65K |
| 4 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $61K |
| 5 | LONGY SCHOOL OF MUSIC OF BARD COLLEGE LONGY SCHOOL OF MUSIC DEFINED CONTRIBUTION RETIREMENT PLAN | CAMBRIDGE MA | 92 | $10.9M | $55K |
| 6 | WALNUT HILL SCHOOL WALNUT HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NATICK MA | 92 | $19.2M | $50K |
| 7 | UNION COUNTY COMMUNITY ACTION INC UNION COUNTY COMMUNITY ACTION INC. 401(K) PLAN | MONROE NC | 97 | $2.2M | $28K |
| 8 | SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 156 | $51.1M | $12K |
| 9 | HOME OF GUIDING HANDS THE HOME OF GUIDING HANDS 403(B) PLAN | EL CAJON CA | 245 | $5.9M | $7K |
